DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Invicta Advisors LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
John Walton SimmonsInvicta Advisors LLC independent RIARothschild Wealth LLC independent RIARIA to RIASep 14, 2026Aug 20, 2026
Rex LinkenbachInvicta Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 22, 2024Aug 22, 2024
Preston BoydInvicta Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 22, 2024Aug 22, 2024
Kyle Edwin BeveridgeInvicta Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 15, 2023Feb 15, 2023
Adam BeveridgeInvicta Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 15, 2023Feb 15, 2023
Alex Joseph KulkaInvicta Advisors LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 15, 2023Feb 15, 2023
Wayne Scott SegearInvicta Advisors LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2021Aug 25, 2021
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7 moves match.